Testimonials

  • Pinned
    Thanks a ton Mahendra for coming to our life like an angel. Every month the deduction used to be around 6-7k for tax, this month it was only 2k.
    Swati M
  • I am truly impressed with the financial advisory services provided by Mahendra Shetye and his team. Their patience and personalized approach made me feel heard and understood, and their dedication to focusing solely on my goals was remarkable. The resources and materials they provided for future reference were clear and invaluable, helping me stay informed and confident in my decisions. The pleasant, undisturbed environment they created allowed me to focus fully on our discussions, making it a calm and pressure-free experience. I highly recommend Mahendra Shetye and his team for their thoughtful, client-centered approach, which ensured my personal needs and aspirations were front and center.
    Anupama

Services

Video meeting . 30 mins

Tax Planning

Understand Your Tax Calculation In Simple Manner
500
Video meeting . 45 mins

Investment planning

Complete Investment Planning
500
Popular
Video meeting . 30 mins

Loans - Queries on Home Loan

All Loans Available - Know If To Pay Home Loan Or To Invest
500
Video meeting . 30 mins
5

Queries Regarding Finance , Wealth Creation

Solving Your Doubts Relating to Finances / Investments
500

Ratings and feedback

5/5
1 ratings
1
Testimonials

About me

About My Profession :- I believe money is not just about numbers—it’s about peace of mind, freedom, and creating possibilities. As a Qualified Personal Finance Professional, I help individuals and families make smarter decisions with their money so they can live with security today and build wealth for tomorrow. 🔹 I specialize in: Investments Planning Wealth Creation & Goal Planning Risk Management, Estate Planning Record-Keeping & Analysis Guiding Towards Financial Freedom Over the years, I’ve guided clients in understanding not just how to grow their wealth, but also how to protect it. My focus is always on making finance simple, practical, and tailored to individual needs. I also conduct Financial Planning & Wealth Management sessions, with the aim of spreading financial literacy and empowering people to take control of their financial journey. What drives me the most is ensuring that no family has to face financial struggles during critical times. I believe financial freedom is not a dream—it’s a discipline, and with the right planning, it’s achievable for everyone. Let's connect, If you are looking to create wealth, protect your family, or optimize taxes, work on your financial goals. Mahendra Shetye ARN :- 96416